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Charles Schwab Foundation at a glanceAlso receives grants: funding profile →

· Private foundation

Charles Schwab Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$20M
Granted FY2024still arriving
2
Grants FY2024still arriving
2
States reached
$17M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Human Services$51MEducation$9.1MPhilanthropy$8.0MYouth Development$4.7MCommunity Improvement$996kHealth$574kScience & Tech$503kFood & Nutrition$468kOther$0
02FY2024 · 2 grants

Where the money goes

Grants by size, and the largest recipients.

$17,026,293
Median grant
2
States reached
$45M
Total assets
Largest grants
RecipientAmount
CS CASH GIFTS PAID$17,026,293
CS MATCHING GIFTS PAID$2,633,407
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–20, $538k) land where the poverty rate runs at 13%, against an area that typically sits at 9%. 97% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%3RD DECADE: $200k → 15%PROJECT NIGHT NIGHT: $1k → 10%HEROES NIGHT OUT INC: $2k → 6%THE BARNABAS CONNECTION: $1k → 10%GRAPEVINE RELIEF AND COMMUNITY EXCHANGE (GRACE): $3k → 11%DOWN HOME RANCH: $3k → 12%HOPE HELPS INC: $3k → 11%METROPOLITAN MINISTRIES: $1k → 13%HOSPITALITY HOUSE: $1k → 8%SENIOR'S RESOURCE CENTER: $1k → 12%COMMUNITY ACTION WAYNE MEDINA: $1k → 10%RONALD MCDONALD HOUSE CHARITIES OF GREATER CINCINNATI: $1k → 16%YWCA METROPOLITAN CHICAGO: $1k → 7%RIVERSIDE FOUNDATION: $2k → 8%3RD DECADE INC: $100k → 15%CRADLES TO CRAYONS INC: $1k → 16%INDIVIDUALS NOW INC SOCIAL ADVOCATES FOR YOUTH: $1k → 9%YMCA OF SAN FRANCISCO: $1k → 10%HEROES NIGHT OUT INC: $1k → 6%THE BARNABAS CONNECTION: $1k → 10%CARRYING HOPE: $2k → 10%GRAPEVINE RELIEF AND COMMUNITY EXCHANGE (GRACE): $2k → 11%DOWN HOME RANCH: $1k → 12%HOPE HELPS INC: $1k → 11%LOAVES & FISHES INC: $1k → 10%WELLSPRING COMMUNITY: $1k → 3%TOGETHER WE COPE: $1k → 14%EARN TO LEARN: $50k → 15%SAN FRANCISCO VILLAGE: $3k → 10%GRAPEVINE RELIEF AND COMMUNITY EXCHANGE (GRACE): $1k → 11%RONALD MCDONALD HOUSE OF CHARLOTTE INC: $1k → 10%CASTLE ROCK COMMUNITY INTER CHURCH TASK FORCE: $1k → 3%MUSTARD SEED OF CENTRAL INDIANA INC: $1k → 5%LUTHERAN CHILD & FAMILY SERVICES OF INDIANA: $5k → 16%EASTSIDE BABY CORNER: $1k → 9%RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NORTHWEST INDIANA: $2k → 7%AUSTIN GROUPS FOR THE ELDERLY: $4k → 10%GREENWOOD PROJECT: $3k → 14%LATINO COMMUNITY FOUNDATION: $3k → 10%AMERICAN NATIONAL RED CROSS: $50k → 10%EXODUS REFUGEE IMMIGRATION: $5k → 16%ST VINCENT DE PAUL SOCIETY OF SAN FRANCISCO: $5k → 10%DRESS FOR SUCCESS PHOENIX: $5k → 11%BATTERED WOMEN'S SHELTER: $5k → 13%LARKIN STREET YOUTH SERVICES: $10k → 10%WHEELER MISSION MINISTRIES INC: $3k → 16%OCJ KIDS: $5k → 11%OCJ KIDS: $4k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

VT
WA
ID
MN
IL
WI
MI
NY
MA
OR
NV
IN
OH
PA
NJ
CT
CA
UT
CO
MO
KY
VA
MD
AZ
NM
KS
AR
TN
NC
SC
DC
HI
LA
MS
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

85%of every dollar goes to organizations it has funded before.
$61M · 150 repeat orgs$11M to everyone else

Grantees it renews have grown median revenue +38% since the first grant, against +34% for those funded once.

150 repeat relationships: 2 still active in FY2024, 148 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

150
485

Total granted

$61M
$11M

Median revenue growth · since first grant

+38%
+34%

Still filing today

92%
66%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Human ServicesEducationYouth DevelopmentFood & NutritionHealthInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BG
    BOYS & GIRLS CLUBS OF AMERICA
    3× · 2019–2021 · $5.4M · revenue +66%
  • ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    3× · 2019–2021 · $920k · revenue +84%
  • TT
    TEXAS TECH FOUNDATION INC
    2× · 2020–2021 · $813k · revenue +14%

Funded once

  • AO
    American Online Giving Foundation
    one grant, 2019 · $2.0M
  • CS
    Coppin State University
    one grant, 2021 · $1.1M
  • SF
    SIFMA FOUNDATION FOR INVESTOR EDUCATION
    one grant, 2020 · $667k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
United Food Bank

United Food Bank unites communities to alleviate hunger.

Food & Nutrition
2
Feeding San Diego

On a mission to connect every person facing hunger with nutritious meals by maximizing food rescue. through direct service and community partnerships, feeding san diego provides more than 26 million meals each year to children, families,…

Food & Nutrition
3
Coop Careers Inc

Building a movement of diverse, upwardly mobile college grads overcoming underemployment through digital skills and peer connections.

Education
4
The Food Bank for Central & Northeast Missouri

The food bank for central & northeast missouri is a regional disaster and hunger relief network that acquires and distributes millions of meals each year to help neighbors get the food they need to thrive. (continued on schedule o)the…

Food & Nutrition
5
Youthbuild Global Inc

With love and respect, we partner with opportunity youth to build the skillsets and mindsets that lead to lifelong learning, livelihood, and leadership. youthbuild strives to create a world where all young people are seen for their…

Employment
6
Arizona Community Foundation

To lead, serve and collaborate to mobilize enduring philanthropy for a better arizona.

Philanthropy
7
Behavior Analyst Certification Board Inc

We protect consumers of behavior analysis services by systematically establishing, promoting, and disseminating professional standards.

Employment
8
Jewish Family and Children's Service of Minneapolis

Jewish family and children's service of minneapolis provides essential services to people of all ages and backgrounds to sustain healthy relationships, ease suffering and offer support in times of need.

Human Services
9
Homeward Bound Inc

Providing innovative and life-enriching services for children, adolescents, and adults with disabilities.

Human Services
10
Brazos Valley Food Bank Inc

Cultivate an environment where our community can grow, contribute and thrive together. a more resilient brazos valley where nutritious food and opportunity are attainable for all.

Food & Nutrition
11
People Inc

People inc. provides health and human services that enrich lives and communities through innovation and supportive services. with a goal to help people achieve greater independence and quality of life, people inc. provides day,…

Human Services
12
Central Pennsylvania Food Bank

Our mission is to solve hunger in central pennsylvania by ensuring that everyone struggling with hunger has access to enough wholesome food every day. we will achieve this bold goal with the help of our generous donors, volunteers and…

Food & Nutrition
How this is measured
The grantee most central to the portfolio’s shape is Opportunity Center for the Homeless; the most unlike its peers is The Ba Rudolph Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

477 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 477 of the 642 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

3
Load-bearing (≥25% of a budget)
119
Early backer (in before they grew)
468/477
Grantees still filing
356/477
Grew since first funded

Where the money sits, by cause and then by grantee

CS CASH GIFTS PAID: $41,225,929 · OtherCS CASH GIFTS PAIDCS MATCHING GIFTS PAID: $8,490,353 · OtherCS MATCHING GIFTS PAIDAmerican Online Giving Foundation: $2,036,036 · Other+113 more: $5,389,605 · Other+113 moreARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY: $920,000 · EducationARIZONA ST…TEXAS TECH FOUNDATION INC: $812,500 · EducationTEXAS TECH…Temple University - Of The Commonwealth System of Higher Education: $525,000 · EducationTemple Uni…DONORSCHOOSEORG: $500,000 · EducationDONORSCHOO…THE UNIVERSITY OF AKRON FOUNDATION: $500,000 · EducationTHE UNIVER…University of Arizona Foundation: $500,000 · EducationUniversity…Purdue Research Foundation: $500,000 · EducationPurdue Res…VIRGINIA TECH FOUNDATION INC: $500,000 · EducationVIRGINIA T…THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $500,000 · EducationTHE BOARD …Grand Canyon University: $400,000 · EducationGrand Cany…DELAWARE STATE UNIVERSITY FOUNDATION INC: $394,063 · EducationDELAWARE S…PRAIRIE VIEW A&M FOUNDATION: $250,000 · Education+21 more: $661,590 · Education+21 moreAMERICAN ONLINE GIVING FOUNDATION INC: $5,583,891 · Philanthropy+7 more: $438,750 · PhilanthropyBOYS & GIRLS CLUBS OF AMERICA: $5,371,989 · Youth Development+15 more: $485,950 · Youth Development3RD DECADE INC: $300,000 · Human ServicesBlackfem Inc: $125,000 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches: $65,000 · Human ServicesLIVE THE SOLUTION DBA EARN TO LEARN: $50,000 · Human ServicesFOUNDATION FOR FINANCIAL PLANNING INC: $43,750 · Human Services+17 more: $150,400 · Human ServicesNATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL AND PREVENTION INC: $350,000 · Arts & CultureCOMMON SENSE MEDIA: $100,000 · Arts & Culture+1 more: $10,000 · Arts & CultureSIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC: $334,333 · Social ScienceCOUNCIL FOR ECONOMIC EDUCATION: $25,000 · Social Science
Other$57,141,923Education$6,963,153Philanthropy$6,022,641Youth Development$5,857,939Human Services$734,150Arts & Culture$460,000Social Science$359,333

Showing the 200 largest grantees by grant value.

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAMERICAN ONLINE GIVING FOUNDATION INC: $5,583,891 over 2y, 0.3% of budgetBOYS & GIRLS CLUBS OF AMERICA: $5,371,989 over 3y, 1.6% of budgetARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY: $920,000 over 3y, 0.3% of budgetTEXAS TECH FOUNDATION INC: $812,500 over 2y, 1.0% of budgetTemple University - Of The Commonwealth System of Higher Education: $525,000 over 2y, 0.0% of budgetDONORSCHOOSEORG: $500,000 over 1y, 0.3% of budgetTHE UNIVERSITY OF AKRON FOUNDATION: $500,000 over 1y, 3.4% of budgetUniversity of Arizona Foundation: $500,000 over 1y, 0.2% of budgetPurdue Research Foundation: $500,000 over 1y, 0.2% of budgetVIRGINIA TECH FOUNDATION INC: $500,000 over 1y, 0.2% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $500,000 over 1y, 0.0% of budgetGrand Canyon University: $400,000 over 1y, 0.0% of budgetDELAWARE STATE UNIVERSITY FOUNDATION INC: $394,063 over 1y, 2.3% of budgetNATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL AND PREVENTION INC: $350,000 over 1y, 0.1% of budgetSIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC: $334,333 over 2y, 7.3% of budget3RD DECADE INC: $300,000 over 1y, 33% of budgetTHE UNIVERSITY OF TEXAS FOUNDATION INC: $290,000 over 1y, 0.8% of budgetPRAIRIE VIEW A&M FOUNDATION: $250,000 over 1y, 7.3% of budgetBIPARTISAN POLICY CENTER INC: $200,000 over 2y, 0.4% of budgetUNLEASHED PRODUCTIONS INC: $150,000 over 1y, 17% of budgetBlackfem Inc: $125,000 over 2y, 47% of budgetBESTPREP: $120,000 over 3y, 3.1% of budgetAMERICAN EDUCATIONAL ASSISTANCE FOUNDATION: $120,000 over 1y, 5.3% of budgetARIZONA COUNCIL ON ECONOMIC EDUCAT: $119,000 over 3y, 9.7% of budgetDIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX: $114,000 over 2y, 0.1% of budgetBOYS & GIRLS CLUBS OF SAN FRANCISCO: $104,500 over 2y, 0.3% of budgetBoston Charitable Trust Fund City of Boston Trust Office: $100,000 over 1y, 0.3% of budgetFINANCIAL HEALTH NETWORK INC: $100,000 over 1y, 0.5% of budgetCOMMON SENSE MEDIA: $100,000 over 1y, 0.4% of budgetBOYS & GIRLS CLUBS OF METRO LOS ANGELES: $85,000 over 3y, 1.4% of budgetOPERATION HOPE INC: $85,000 over 2y, 0.1% of budgetTarrant Area Food Bank: $71,500 over 2y, 0.1% of budgetJUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC: $71,000 over 2y, 0.9% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $65,000 over 2y, 0.0% of budgetMILE HIGH UNITED WAY INC: $60,000 over 1y, 0.1% of budgetTHE SAN FRANCISCO FOUNDATION: $60,000 over 1y, 0.0% of budgetJUNIOR ACHIEVEMENT OF ARIZONA: $54,000 over 2y, 0.8% of budgetBOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC: $51,200 over 3y, 0.1% of budgetSECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC: $50,500 over 2y, 0.0% of budgetBOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY INC: $50,000 over 3y, 0.1% of budgetBETHUNE-COOKMAN UNIVERSITY: $50,000 over 1y, 0.1% of budgetSKYSTHELIMIT ORG: $50,000 over 1y, 6.1% of budgetLIVE THE SOLUTION DBA EARN TO LEARN: $50,000 over 1y, 2.0% of budgetJUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY: $50,000 over 2y, 2.1% of budgetSalem State University Alumni Association and Foundation Inc: $50,000 over 1y, 0.4% of budgetFINANCIAL PLANNING ASSOCIATION: $50,000 over 1y, 0.6% of budgetTHE BASIC FUND: $50,000 over 1y, 0.5% of budgetAKRON-CANTON REGIONAL FOODBANK: $49,000 over 3y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Nina Mason Pulliam Ch…The Moody FoundationUnited Way for Greate…Boys & Girls Clubs of…St David's FoundationBBVA FoundationBoys & Girls Clubs of…Thunderbirds CharitiesWells Fargo FoundationAustin Community Foun…Topfer Family Foundat…The Gap Foundation
Nina Mason Pulliam Charitable TrustIN46.2× affinity25 shared granteesties to 8 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Nina Mason Pulliam Charitable Trust · The Moody Foundation · United Way for Greater Austin · Boys & Girls Clubs of America · St David's Foundation · BBVA Foundation · Boys & Girls Clubs of America (Group Return) · Thunderbirds Charities · Wells Fargo Foundation · Austin Community Foundation Inc · Topfer Family Foundation · The Gap Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Charles Schwab Foundation funds: left to right is the share of its income from government, bottom to top the share from Charles Schwab Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 110%3%13%28%50%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 2%
  • Homeless Emergency Project Inc: 15% of income from government
  • Bethune-Cookman University: 6% of income from government
  • Cradles to Crayons Inc: 2% of income from government
  • Coalition for the Homeless of Central Florida Inc: 2% of income from government
  • Hope Community Center Inc: 0% of income from government
  • Second Harvest Food Bank of Central Florida Inc: 0% of income from government
no gov moneyreceives it· size = income
11get no government money at all
79report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Charles Schwab Foundation?

Find your warmest path to Charles Schwab Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 642 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Charles Schwab’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home